1. Catherine J Heath Financial

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Somerville, NJ

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Catherine J Heath Financial

5.0 (1 review)

Services - Catherine J Heath Financial

Audit and conflict resolution support

Current year tax preparation and filing

Past year(s) tax preparation and filing

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13 years ago

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PA Financial, CPA

PA Financial, CPA

(2 reviews)

I requested a tax preparation for my elderly father as POA. Given the brief information I provided…read morein the Yelp request, Philip was able to determine that I needed to file for three tax jurisdictions: federal, NJ non-resident and CA resident. After sharing tax documentation for my father, Philip worked quickly to prepare drafts of the tax returns within two days. We signed and finalized the tax return e-filing the very next day. He was able to walk through the complex real estate related capital gain/loss tax issues from step-up basis from a death of the spouse, federal exclusion for principal residence to NJ refund of estimated gross income tax collected at the time of closing. In fact, he had prepared the appropriate refund claim documents that I can send to NJ Division of Taxation without any additional charge; I am quite pleased that Philip did not require an additional fee to the initial quote that he provided as the response to my Yelp request for these extra claim documents. I feel that PA Financial, CPA had charged a reasonable tax preparation fee given the complexity of the tax issues involved. All throughout the tax preparation process, Philip was responsive to my questions and concerns and accommodated for the difference in timezone (I lived in CA). Although I do not have a future need for NJ tax filing, I would highly recommend PA Financial, CPA firm for your NJ resident or non-resident tax preparation needs.

PA Financial helped me a lot with my tax returns! I had to file an amendment to my 2021 returns and…read morethey were extremely efficient in sorting out everything. They were so thorough, efficient, and caring that I sought them to also file my 2022 returns. I strongly recommend them!

OG Tax and Accounting Group

OG Tax and Accounting Group

(84 reviews)

Financial District

I have been stressing out over my 2018 taxes way before 2018 was even over. LOL.. It was my first…read moreyear of electing as an S-Corp. Majority of my income was coming in under my business with no taxes being deducted so I knew I had to pay. I was pretty sure i was going to owe like 10k :( .. I chose OG bc of the great reviews (thanks yelp!) Before going in I was actually nervous and a bit ashamed bc as an adult I have know idea about taxes yet I decided to elect as an S-Corp lol. Then I finally came in & was seen by Eli. Here are some highlights of my experience: Eli is very knowledgable and is able to explain everything easily so that people like me who feel like taxes are a foreign language can understand. I came in assuming I was going to owe so much bc I had no idea what I was doing or how taxes even worked.. but Eli answered all of my questions with patience even though I know I was probably asking the same question over & over lol. Now for 2019 I will not be stressed! Eli also shed some light on things I had no idea about like how putting money in an IRA can really help to save on how much I owe in taxes, and how I need to go ahead & pay estimated taxes twice a year, and other business related matters that as business owner i needed to know & did NOT beforehand. Before your appointment they give you this great "tax planner".. it pretty much lists out everything that you can & should be writing off on your taxes & allows you to put in the totals. This was so helpful.. it really helps you organize everything. I called with a question & was quickly directed to Eli which was nice bc I thought I was going to have to email or wait for a call back, etc.. Jane at the front desk is also very helpful, polite & accommodating. Overall, I highly recommend. Especially if you have no idea what you're doing bc I know I cant be the only one. I left feeling so much better & at ease after it was all over.

Absolutely the best service. Since I found this accounting group filing taxes became a pleasant…read moreexperience. They are so knowledgeable and organized and have excellent knowledge of every type of situation. So we just went to our annual tax appointment and it was such a good experience and they did it very fast, on the spot. Simply genius, the best. High fives all around.

Gary Mehta, CPA, EA

Gary Mehta, CPA, EA

(8 reviews)

I opened my first small business a little over a year ago and at the beginning didn't give much…read morethought to filing taxes. It seemed simple, come on April 15, throw a stack of papers on the accountant's desk and all is taken care of, right? WRONG. After talking to a friend (also a business owner) I found out that there is much more to it, and that what I've done, or rather failed to do could become very costly if not promptly rectified. After contacting Gary, in what seemed to be the 11th hour, I explained to him my dire situation and that I was entirely overwhelmed with the whole process. He was extremely understanding and very patient. My first consultation on the phone lasted over an hour, even though it was late in the day and way past business hours. He went out of his way to accommodate my schedule and meet me on the weekend to sit down and devise a plan for handling my situation. He explained to me about quarterly taxes, payroll taxes, sales taxes, etc. He showed me deductions I didn't know existed and explained why some deductions aren't advisable. We discussed the differences and benefits of filing as sole proprietor vs LLC vs Corporation. There was so much to learn. Over the next few weeks he worked closely with me (via texts, emails and over the phone) to resolve my situation, get me caught up and file year-end taxes. He worked with IRS to reduce penalties for my previously unfiled paperwork. After the tax rush was over, we met again and this time we talked for a while about my financial situation, my business goals and how to best structure my business and plan for the future. I highly recommend Gary to anyone, especially if you're a small business start-up or just need some financial planning advice. He is smart, passionate about his work and is very easy to work with. He truly cares about helping his clients no matter how small or insignificant their problems may seem. He will travel to any (reasonable) destination to accommodate your needs. Our last meeting took place at my local coffee shop. I felt like I was hanging out with my old friend and planning my future over a good cup of java.

So happy to have met Gary. He is an expert with tax resolution. Very pleased with the quality of…read morehis work and thoroughness.

Catherine J Heath Financial - taxservices - Updated October 2026

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